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Name Holding Trade Value Shares
Change
Change in
Stake
HIS
601
Harvest Investment Services
Illinois
$242K +$16.2K +359 +7%
Natixis
602
Natixis
France
$242K +$234K +5,188 New
MC
603
Miramontes Capital
California
$241K – – –
ITIM
604
Indiana Trust & Investment Management
Indiana
$241K -$3.56K -79 -2%
Sagespring Wealth Partners
605
Sagespring Wealth Partners
Tennessee
$240K -$3.33K -74 -1%
Crestwood Advisors Group
606
Crestwood Advisors Group
Massachusetts
$238K +$230K +5,104 New
Dakota Wealth Management
607
Dakota Wealth Management
Florida
$238K +$2.75K +61 +1%
PFA
608
Pathway Financial Advisors
Vermont
$237K – – –
AlphaCore Capital
609
AlphaCore Capital
California
$235K +$226K +5,026 New
OWP
610
ORG Wealth Partners
Texas
$233K +$47.1K +1,045 +26%
Ameritas Investment Partners
611
Ameritas Investment Partners
Nebraska
$230K +$180 +4 +0.1%
TCWM
612
Total Clarity Wealth Management
Illinois
$229K – – –
EA
613
Everpar Advisors
Oklahoma
$229K +$221K +4,906 New
Wedmont Private Capital
614
Wedmont Private Capital
Pennsylvania
$228K +$214K +4,750 New
CCA
615
Checchi Capital Advisers
California
$226K +$219K +4,854 New
Stratos Wealth Partners
616
Stratos Wealth Partners
Ohio
$225K +$217K +4,818 New
TCM
617
Teza Capital Management
Illinois
$224K +$216K +4,797 New
PA
618
Probity Advisors
Texas
$220K +$213K +4,724 New
Federated Hermes
619
Federated Hermes
Pennsylvania
$218K +$119K +2,641 +130%
VCM
620
Versant Capital Management
Arizona
$216K +$14.7K +326 +8%
Pinnacle Financial Partners (Georgia)
621
Pinnacle Financial Partners (Georgia)
Georgia
$216K +$209K +4,637 New
CI
622
Cigna Investments
Connecticut
$216K +$208K +4,626 New
Principal Securities
623
Principal Securities
Iowa
$215K +$208K +4,610 New
1IA
624
1834 Investment Advisors
Wisconsin
$215K -$773K -17,165 -79%
SPWG
625
Syntegra Private Wealth Group
Missouri
$215K +$207K +4,600 New